郭家耀: 外圍帶動港股料上試28,000 吉利(00175.HK)潛在合併惹憧憬
正榮金融業務部副總裁郭家耀稱,美股周三(12日)表現繼續強勁,投資者憧憬肺炎疫情逐步受控,加上聯儲局主席鮑威爾言論,令市場相信當局將於必要時使用更多工具支持經濟,三大指數繼續破頂,並錄得顯著升幅收市。美元走勢持續強勁,美國十年期債息回升至1.62厘水平,油價低位亦強勁反彈。港股預託證券大致向好,預料大市早段跟隨外圍高開。
內地股市連日上升,市場對疫情憂慮紓緩,投資者憧憬中央大手推出刺激經濟措施,滬綜指收市上升0.9%,滬深兩市成交額保持活躍。港股表現繼續向好,外圍走勢帶動下,藍籌股紛紛向上,科技股表現最為突出。市場氣氛向好,預料指數有望上試28,000點阻力,下方支持在27,200點水平。
另吉利汽車(00175.HK)日前發布公告,表示公司管理層正與富豪集團管理層進行初步討論,以探討通過兩家公司業務合併進行重組的可能性,並擬將合併後的業務於香港及瑞典斯德哥爾摩上市,以使其能進入資本市場。吉利表示,成為一家強大的全球集團將可實現成本結構和新技術開發的協同作用,以應對未來挑戰。業務合併後,將保留吉利、富豪、領克及極星每個品牌的獨特性。
現時已在斯德哥爾摩上市的富豪集團,總市值達3,000億元,相對目前吉利現時市值約1,260億元。富豪集團表示,將與吉利成立聯合工作小組,向各自的董事會準備重組方案。吉利則指,尚未制定建議交易的具體時間表或詳細計劃。建議交易一旦實現,將受限於公司及富豪集團各自董事會和股東的批准,監管機構的批准以及當時市場情況。市場對今次合併建議反應正面,合併成功將令吉利業務獲得先進技術,富豪與吉利之間的合作,可在營運及財務上產生巨大的協同效益。
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